Bulk Add Custom Metrics

Overview

IMS allows you to upload your custom metric data from an Excel template in bulk batches. This tool provides an easy method for clients to upload data quickly in a self-service fashion.  Please note that you will need to already have Custom Metrics created and applied before attempting to bulk upload the data.

Workflow

To upload a batch of custom metrics, you'll first want to select the Profile & Preferences menu (your name) at the top right, then select Import Data. 

On the Import Data screen, you will land on the Upload tab.  Select Custom Metrics to get started.

On the Custom Metrics screen, select the Project(s) you would like to add custom metrics for by searching for the Project(s), selecting their name(s) in the box on the left and using the top arrow to move them into the box on the right.  Then, select Download FIle. 

Upon selecting Download File, you will be provided with an Excel template to populate with your project and investor information.  On the worksheet labeled "Investments," you will see columns labeled as Required and Informational.  The Informational fields will display all custom metrics that have been created and applied in your account.  You will populate the custom metric columns that are appropriate for the project(s) you downloaded into the template before saving and uploading the template back into IMS.

When you've entered the desired information into the Excel template, save it to your computer or network.  Next, navigate back to the Import Data screen within IMS and choose Browse your files to locate the saved template or Drag and drop the template into the screen. 

Once you've added the file, select Upload File.

Next, you will have to complete the Upload Confirmation screen by selecting the check box acknowledging your responsibility for the data and selecting Upload Custom Metrics.

You'll receive a email notification when the upload is complete.

Finally, you can navigate to the project to review the newly uploaded custom metrics on the Custom Dashboard Metrics tab.